Make sure things get done

Create tasks for appointments, meetings, phone calls, submission deadlines and more. See who’s doing what and share tasks with co-workers.

Capsule Tasks list

Keep organized with tasks

Task Example

Tasks where you need them

Manage tasks for specific contacts, organizations, opportunities or cases.

Categorize your tasks

Customize categories for your tasks and update colors to fit your process.

Describe tasks in detail

Enter a description for tasks which need some detail.

Calendar

Use the calendar to get a complete overview of tasks ahead.

Calendar

Create repeating tasks

Create a task and make it repeat weekly, monthly or yearly.

Create tracks to match your business processes

If you have standard processes, such as the way you approach each sale, configure these as "tracks" in Capsule to enable the same set of tasks to be followed for each sales opportunity or case.

Match your business processes with Tracks

Calculate relative due dates

Each task in a track can be linked to the previous task. For example, a "call back" task can be set as due 5 days after an "initial call" task, or a track can work towards a relative end date.

Sale Pipeline

Next Feature

Manage your sales pipeline

Track bids, deals, proposals and other opportunities. See where your future income is coming from.

View Sales Pipeline
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